VIG vs SVAL

AVIG

BSVAL

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VIG $16,331

Lowest cost0.03%VTV · $3 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.2%VIG and SVAL

VIG

SVAL

Vanguard Dividend Appreciation ETF · $109BiShares US Small Cap Value Factor ETF · $165M

+18.9%3 years · per year$16,814 · $17,555+20.6%

+10.3%5 years · per year$16,331 · $14,959+8.4%

0.04%Expense ratio$4 · $20 on $10k · lower wins0.20%

1.49%12-mo yield$149 · $223 on $10k2.23%

−7.9%Worst dropSmaller wins−9.0%

10.8%VolatilityLower wins15.4%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · SVAL

0.0%MATX0.5%

0.0%UFPI0.4%

0.0%UCB0.4%

0.0%GHC0.4%

Held in common0.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SVAL

VIG

Vanguard Dividend Appreciation

$16,331

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureVIGSVAL

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.49%2.23%

5 years, per year+10.3%+8.4%

3 years, per year+18.9%+20.6%

Worst drop · 1Y−7.9%−9.0%

Volatility · 1Y10.8%15.4%

4–2measures won
VIG first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: VIG, SVAL, VTV

Today

51.5%most shared, VIG and VTV

VIGSVALVTV

VIG—0.2%51.5%

SVAL0.2%—0.0%

VTV51.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VTV$186 − $3 = $183

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee